COMP <GO>
SEIC vs JEF // FREE CASH FLOW YIELD
SEI Investments Company (NASDAQ) VS. Jefferies Financial Group Inc. (NYSE) • 15-METRIC TALLY: SEIC 5
— JEF 7
▲ FREE CASH FLOW YIELD LEADER: JEF
LAST: $103.42 (-1.25%) • MKT CAP: $12.42B
fcf-yield
4.71%
LAST: $46.12 (-6.16%) • MKT CAP: $11.29B
fcf-yield
12.51%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SEIC VS. JEF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SEIC | JEF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.20% | 6.00% | +18.20 | SEIC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 12.4x | +6.20 | JEF | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 4.71% | 12.51% | -7.80 | JEF | /fcf-yield <GO> |
| Operating Margin | 27.30% | 32.80% | -5.50 | JEF | /operating-margins <GO> |
| Net Profit Margin | 31.10% | 25.60% | +5.50 | SEIC | /net-margins <GO> |
| Revenue Growth (YoY) | 8.10% | 14.20% | -6.10 | JEF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.00% | 3.31% | -2.31 | JEF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | SEIC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.7 | 58.8 | -8.10 | JEF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 0.95 | +0.15 | SEIC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 6.6x | +9.60 | JEF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.42B | $11.29B | $1.13B | SEIC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SEIC REV | JEF REV | SEIC GROSS % | JEF GROSS % | SEIC FCF | JEF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.30B | $5.55B | 35.2% | 96.6% | $585.0M | -$207.5M |
| FY 2024 | $2.13B | $4.86B | 32.9% | 95.8% | $590.1M | -$250.6M |
| FY 2023 | $1.92B | $3.23B | — | — | $360.6M | -$2.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SEIC // BETA 1.10
JEF // BETA 0.95